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Improve the m-Commerce Experience for Customers

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We use our mobile phones to communicate, to get work done, and increasingly, we’re using them to make purchases. The act of using a mobile device to complete commercial transactions is known as m-commerce. And if you’re not familiar with the concept, you should become so, because m-commerce is about to become a hot topic. Customers will begin demanding a better m-commerce experience. Read on to learn how to deliver that to them.

Why m-Commerce Will Become So Popular

It shouldn’t come as any surprise that m-Commerce will become the medium of choice to make online purchases. We are turning to our mobile phones more and more. They’re portable and convenient. With a click of a button, we can buy almost anything we want.

The analyst firm Forrester predicted that retail sales on tablets and smartphones would total $115 billion by the end of 2015. That number should increase to $142 billion by the end of 2016.

Entering the m-Commerce Field

Retailers who don’t already have a mobile Internet presence should make it a priority to establish one. Developing an application to enable m-commerce purchases is a necessary first step.

When developing an app, user experience and security should be the main focuses. If your app has a poor user experience (it crashes, users find it too complicated that they abandon it quickly, the content is poor, etc.), no one will want to use it. Security matters because customers want to know that their personal data, such as address and credit card number, will be kept safe even after they complete the transaction.

How to Improve m-Commerce

Many consumers are turning to m-commerce because of the advantages of ease and convenience. However, there are ways retailers can make m-commerce even more convenient and easy, which would attract greater numbers of consumers.

One way to enhance m-commerce is to enable customers to return items online, especially with the aid of their mobile devices. Many customers still prefer to return their purchases in store. They find it simpler than paying to ship the item back to the retailer.

If the app that the consumer used to make the purchase were able to store a copy of the receipt, it would be easier for the customer to complete the return process. He or she could electronically transmit the receipt to the retailer, which would save the shopper the hassle of trying to locate the original receipt.

Another way to make m-commerce even better for customers is to use geo-targeting technologies. Geo-targeting technologies identify a person’s location. Then, an ad server can transmit geographically relevant marketing messages to that shopper. For example, shoppers in Boston would benefit from a deal on winter apparel, whereas someone from Los Angeles wouldn’t.

Some of the ways to improve m-commerce aren’t necessarily high-tech. It’s important for retailers to remember that content has to be optimized for the smaller screens of mobile devices. Make sure images of products easy to see and clearly present their advantages.

The post Improve the m-Commerce Experience for Customers appeared first on Merit Solutions.


Warehouse mobile device text colors

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The standard warehouse mobile device portal in R3 is functional but maybe you might want to have a little bit of color in the screen, Perhaps for the error messages. You have a few limited options to change...(read more)

Budgeting for Professional Services Dynamics AX Users

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Modern budgeting and forecasting tools can help Professional Services organizations streamline, modernize and expand their Dynamics AX planning processes.    

Budgeting is typically a challenge no matter your industry, but thankfully it is becoming more user friendly and intuitive because of modern tools to expand your Microsoft Dynamics AX processes.  Planning is just as vital for professional services organizations, but there are industry-specific focuses and objectives, which is true for most sectors in terms of budgeting needs.  A majority of corporations are still employing Excel for manual budgeting processes, but today’s planning demands are more complex than what the spreadsheet program can offer.  If you’re shopping for an independent software vendor (ISV) budgeting solution that empowers you to query historical actuals from Dynamics AX in addition to payroll and various organization- and/or industry-specific data sources for a consolidated financial strategy that comes together through teamwork, then this article is for you.

Planning typically involves a number of professionals looking at historical figures and doing some research to achieve projections to design a budget for the next fiscal year.  Excel has been the global go-to program for finance and accounting departments over the past couple of decades, but manually piecing together spreadsheets is usually quite messy in terms of logistics and security.  Because Excel is still such a popular tool, an ISV solution might seem like an avoidable extra cost.  That said, there are plenty of benefits that can upgrade your Dynamics AX planning tasks, perhaps particularly for Professional Services teams.

Prof Serv Budgeting AX

ISV solutions have steadily become more popular because of their ease of use, flexible access, and emphasis on collaboration.  Excel add-in tools are prevalent because they take the familiar program and upgrade the output through dynamic feature and functionality additions associated with a ribbon on the toolbar in Excel, enabling users to get away from manually built, separate spreadsheets.  The best third party solutions offer built-in accounting logic, automation, and templates you can reuse, so your Professional Services team can more easily manage data.

Business professionals have sensibly been skeptical about security and ease of use with any planning tool due to your investments of time, money, and energy.  Today, passwords and access rights enable teamwork in secure, efficient ways, so supervisors can truly own the budgets that they have to manage throughout the year.  You can do away with back-and-forth, heavily attached email conversations.  The budget manager can then facilitate a comprehensive and inclusive planning process that involves team members from all areas of the organization.  And it’s not too good to be true, especially when you look at the potential return on your investment.

To continue learning more about budgeting for Professional Services organizations using Microsoft Dynamics AX, read the rest of this article here.

by Solver, Inchttp://www.solverusa.com

Overview of editing the CSS style sheet for the warehouse mobile device

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In a previous post we looked at the basic label color display for the warehouse mobile device. If you wanted to do something more advanced then you can edit the CSS style sheet. This isn’t a user...(read more)

Basic process for foreign currency revaluation on an account

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If you work with currencies then likely you will want to revalue the accounts at a reporting period to use a known average exchange rate. You can do this in AX as a periodic process in the general ledger...(read more)

Using item tracing to view where a product was purchased and sold

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If you work with items and specifically batch items then you are using batch to identify the product. This can then be used to trace where the product came from and where it was sent to if there is an...(read more)

AX7 T&A: Payroll statistical groups

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Payroll employees are continuously hammered with questions like: How many vacation days do I have left? What is my flex account balance? How many overtime hours do I have so far this period? What is the...(read more)

Earned Value Management (4)

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… continued from part (3) G. Dynamics AX Project Analysis Within this subsection, the standard Dynamics AX earned value management tools will be analyzed and compared to the additional analysis...(read more)

Earned Value Management (5)

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… continued from part (4) The following screenshots summarize – for reasons of completeness – the project transactions and postings generated for the example used. As shown already before in...(read more)

Import data from excel which is in time format into Axapta

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Below code is will help to import time column data from excel into axapta. static void ImportTimesheetData(Args _args) { #TimeConstants SysExcelApplication application; SysExcelWorkbooks workbooks; SysExcelWorkbook...(read more)

Using sound as feedback on the warehouse mobile device

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In a post the other day we had a look at adding some color to the warehouse mobile device portal. If you are trying to make the user interface more useful you could also add sound. Usually a scanner will...(read more)

Warehouse mobile device text colors some additional notes on setup

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If you are looking to setup the warehouse mobile device portal in a post the other day we had a look of changing the text colors from the application. Below is a bit more details about how the colors are...(read more)

ERP Upgrade – Easier than an initial implementation?

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Upgrading to a new version of ERP software is no small task. In fact, many of the challenges facing an upgrade are the same challenges an organization faces when implementing a new an ERP system. Given the magnitude of these challenges, an organization should, in some ways, take the same measures that it would take when first selecting and implementing ERP software. Here are some things to keep in mind.

Be clear about the benefits

Organizations must take the time to decide whether a new version of their ERP software will solve business problems and improve business processes. The cost of upgrading is significant, so a business must avoid upgrading just because the ERP software company says it contains shiny new bells and whistles. The organization must have concrete benefits that will come as a result of the upgrade.

Treat the upgrade as an opportunity

Given the expensive nature of a software upgrade, an organization can maximize its ROI by taking the time to examine its current workstreams to determine whether they can be improved. Perhaps things have changed since the initial implementation, which may lead to the conclusion that existing features can be utilized more effectively. The upgrade team assembled for an upgrade is a great group of people to perform a fit-gap analysis.

Don’t underestimate the impact on your resources

Like a new implementation, you must be prepared to allocate significant internal resources to an upgrade effort. Failure to allocate the resources spells trouble. Remember that the process invariably includes a few hiccups along the way, so have a plan who will be the point of contact, and prepare to have his or her attention pulled away from their other responsibilities. Organizations can reduce this drain on resources by hiring an experienced, qualified consultant who is an expert in both the existing software and the new upgrade version.

Don’t lose your customizations

Rarely can an organization find an ERP solution that fits exactly OOTB (out-of-the-box). Invariably, customizations were made to meet the unique needs of the business. An upgrade project must protect the customizations that are still needed at the same time exploring whether any of the upgrade’s new features can replace the need for customizations.

User adoption is just as important

Don’t be fooled into thinking that employees will readily accept an upgraded version of ERP software because it has the same name as the software they’ve been working with. The introduction of new features, while beneficial to the business’ processes, may seem awkward and intrusive to the everyday user. Like an initial implementation, time and care must be taken to maximize user adoption. Proper training is essential.

The post ERP Upgrade – Easier than an initial implementation? appeared first on Merit Solutions.

Microsoft Dynamics Partner Roundup: E-Signatures for Retail; Self-Service CRM Portals; Public Sector CRM Acquisition; Gold Competency

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In this week's Microsoft Dynamics partner news roundup: Scriptel Now Integrates with Retail Realm's Dynamics Offerings Magentrix Offers Self-Service Portal Solutions Dynamics CRM IBM Buys Public Sector Dynamics CRM ...read more

Testing is infinite

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One of my favorite test quotes comes from a former peer of mine – “development is finite but testing is infinite”. He used that statement to reinforce the challenge of the software test function and the need to constantly be looking at the ROI (return on investment) of testing activities. There’s always something more to test.

Short of hiring Buzz Lightyear (“to infinity… and beyond!”) as a software tester, we need to figure out how to prioritize various testing activities. As noted above, ROI needs to guide the way but that isn’t an easy thing to measure.

For me, the first step in test prioritization is assessing product risk. The definition of risk that I use is the following (for a detailed example, go to https://technet.microsoft.com/en-us/library/cc535373.aspx):

  • Risk exposure = (probability of the risk event happening) X (impact of the risk event)

So let’s think about this in the context of a prime test activity – creating an automated regression test (see Automated Regression Test Qualities for more information). Here’s how I think about prioritizing regression tests for a particular software artifact based on risk:

  • Probability = the likelihood of a regression happening in this artifact. Some key inputs to assessing probability include churn, complexity, and existing regression coverage of the artifact.
  • Impact = the estimated cost of the regression should it happen. Some key inputs to assessing impact include the severity of a bug resulting from the regression (security, data damaging, etc), the relative use of the artifact, and the customer perception. For example, an issue on the welcome screen of the product may not be severe, but the impact may still be high if the screen comes up often and the issue results in a perception of low quality by the customer.

So Regression Exposure = (likelihood of regression) X (impact of regression). While measuring these inputs absolutely is difficult, getting a relative comparison is something that you can work through.

Note that this will provide the return aspect of ROI. Since some tests are easier to create and maintain than others (see Test Automation Pyramid), determining the effort to create the regression test must also be considered for the investment portion of the ROI assessment.

This approach can be applied to other testing activities as well. Great testers are constantly thinking about the risk they are mitigating and the ROI of their activities. In my next post, I will walk through how we applied the regression risk approach to prioritize form based tests during AX’7′ development.


The Top 5 Powerful Ways ERP Drives Innovation

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ERP Drives Innovation

The benefits of Enterprise Resource Planning (ERP) software go beyond the capabilities of the system itself. The planning, implementation and eventual adoption of an ERP solution, by its very nature, causes a company to innovate. Innovation through ERP can make your company work smarter, faster, and ultimately achieve more. Throughout my career in roles as a CPA, business development director, technology division leader, CFO and CEO, I have seen companies literally transformed by the adoption of an ERP system. Below are the top five most transformative ways I’ve witnessed ERP driving innovation for business.

 1. Consolidating Independent Systems

Ask the average IT manager how many systems they oversee and you might (or might not) be surprised. It’s not uncommon to have up to 30 different systems. How are those systems being managed and how connected are those systems expected to be? ERP can eliminate many of those disparate systems into one single source, or a system where through integration, everything is connected. The problems created by multiple separate systems can be many. ERP can eliminate many redundant systems and save your team from having to set up users in multiple places, reduce consolidation errors, and provide the ability to look horizontally and vertically across the organization, all from one source. Consolidating independent systems improves operational efficiency, increases agility and reduces the possibility of failed integrations.

 2. Business Process Improvement

During ERP implementation projects, it is an industry best practice for your partner to work with you to reevaluate business processes to ensure that they function well in within the new software solution. This can be a very healthy activity as you realize which processes might be hindering efficiency and holding back improvement. It’s common for organizations to stick to what they know and do things the same old way. As you examine processes through the initial phases of the ERP implementation it’s easier to see what's broken. We encourage companies not to “pave the cow paths,” which means don’t just transfer old processes to the new system. Anyone entering an ERP implementation project is encouraged to take a fresh look at current business processes in the context of the new system and determine what works best.

During this review phase, you’ll benefit from getting another perspective, find things that are at risk, and realize some processes aren't current industry best practices. Many times you might not even know a process is broken until it gets examined in more detail.

3. Real-time Information

Having immediate access to important company data allows team members to be more innovative and change the way you serve customers. When you have access to real-time sales data, you can react more quickly to sales trends and make sure the right products are in stock. This real-time information is valuable for the leadership, trickles down to the purchasing team, and affects everyone in between.

From a personal perspective at our own consulting firm, Stoneridge Software, the biggest impact ERP has had on our organization has been in being able to use real-time information to make better decisions. Based on the immediacy of the information, we have adjusted our billing processes and even created new service offerings to reflect what clients are requesting.

4. Collaboration

With the integration and real-time information available through ERP, managers and departments are better able to work together to increase operational harmony. Through role-based dashboards, users across the organization are able to quickly access the information and relevant data to do their jobs efficiently and quickly. Projects and processes are more easily tracked when everything is connected. Through the collaboration opportunities provided through ERP, you have access to the information that pertains directly to your needs.

For example, collaboration is extended through inherent solutions like Skype for Business inside Microsoft Dynamics ERP software, both internally, and with customers and vendors. In this case, if you are reviewing a vendor invoice and you have a question, you can instantly chat with them to get an answer.

5. Efficiency

ERP Implementations really drive overall process efficiencies and innovation. When done well, ERP can reduce operational costs and improve business processes. An integrated ERP system allows for more accurate information, reducing risk in operational activities and allowing for improved forecasting.

The efficiency derived from an ERP implementation comes from reduced manual effort, ready access to critical information and less switching between systems. The new capabilities acquired from the ERP project drives innovation in how your employees can better serve customers’ needs. The entire project allows your company to mature its processes and accomplish more with the same or reduced effort.

Scott Boedigheimer refers to himself as a "recovering CPA," and since his career in public accounting, he has served in a variety roles in technology consulting, sales and management. He is currently the Vice President of Sales at Stoneridge Software. With locations in Barnesville, MN and Minneapolis, MN, Stoneridge Software is the premier Dynamics AX and Dynamics NAV partner in the Upper Midwest. If you're beginning the process of evaluating an upgrade or a switch to your ERP Solution, contact the experts at Stoneridge Software: 612-354-4966 or solutions@stoneridgesoftware.com.

by Stoneridge Software

 

Setting up and Android emulator with the warehouse mobile device

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If you are working with a scanner that runs an operating system, most likely it would have been Windows CE, Windows Embedded for example. Now there are devices that run Android. So you if you are looking...(read more)

Purchase order workflow configuration with auto approval

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You might want to use workflow to control purchase orders for a specific amount. If you have workflow turned on for all orders then it might get a little tedious for the organization. So in this example...(read more)

Deleting a workflow configuration that has running instances

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If you want to remove a workflow configuration and you get this message “Instances of this workflow are currently running. The workflow cannot be deleted.” then as the message mentions you...(read more)

AX7 T&A: Supervisor options

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The idea behind the supervisor option is that the shop floor supervisor shouldn’t have to retreat to their office to do the most frequent tasks. This includes reprioritize work, control worker attendance...(read more)
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